RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$191K
2
+$178K
3
+$162K
4
JPM icon
JPMorgan Chase
JPM
+$158K
5
NKE icon
Nike
NKE
+$154K

Top Sells

1
+$1.92M
2
+$530K
3
+$496K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$487K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$414K

Sector Composition

1 Technology 20.19%
2 Healthcare 14.72%
3 Financials 9.66%
4 Consumer Discretionary 7.24%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
103
452
$14K 0.01%
239
453
$14K 0.01%
+410
454
$14K 0.01%
201
455
$14K 0.01%
+197
456
$14K 0.01%
+299
457
$14K 0.01%
+121
458
$14K 0.01%
+162
459
$14K 0.01%
292
460
$14K 0.01%
130
461
$14K 0.01%
+87
462
$14K 0.01%
+210
463
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+184
464
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+743
465
$14K 0.01%
+218
466
$14K 0.01%
84
467
$14K 0.01%
224
468
$14K 0.01%
400
469
$14K 0.01%
16
-9
470
$14K 0.01%
+68
471
$14K 0.01%
+270
472
$14K 0.01%
+108
473
$14K 0.01%
1,044
474
$14K 0.01%
+55
475
$14K 0.01%
+197
17 18
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